| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $949.0M | 10.2M | New |
| 2 | Envestnet Portfolio Solutions, Inc. | $583.4M | 6.3M | Trimmed |
| 3 | FIRST CITIZENS BANK & TRUST CO | $549.4M | 5.9M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $247.8M | 2.7M | Trimmed |
| 5 | AE Wealth Management LLC | $102.2M | 1.1M | Added |
| 6 | Lido Advisors, LLC | $89.6M | 966,581 | Trimmed |
| 7 | Clark Capital Management Group, Inc. | $62.4M | 673,500 | Trimmed |
| 8 | LPL Financial LLC | $53.7M | 579,108 | Trimmed |
| 9 | First Citizens Asset Management, Inc. | $47.6M | 513,728 | Added |
| 10 | BRYN MAWR TRUST Co | $46.8M | 504,648 | Trimmed |
| 11 | Richard P Slaughter Associates Inc | $45.3M | 488,545 | Added |
| 12 | SVB WEALTH LLC | $42.6M | 459,948 | Trimmed |
| 13 | TIAA TRUST, NATIONAL ASSOCIATION | $37.9M | 408,593 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $35.6M | 383,852 | Trimmed |
| 15 | UBS Group AG | $32.7M | 353,100 | Added |
| 16 | Lloyd Advisory Services, LLC. | $27.0M | 291,555 | Added |
| 17 | Kingdom Financial Group LLC. | $27.0M | 291,555 | Added |
| 18 | Orion Porfolio Solutions, LLC | $26.2M | 282,468 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $26.0M | 286,689 | Added |
| 20 | JSF Financial, LLC | $25.9M | 279,803 | Added |
| 21 | RTD Financial Advisors, Inc. | $25.0M | 269,988 | Added |
| 22 | Compton Wealth Advisory Group, LLC | $22.8M | 245,302 | Trimmed |
| 23 | Bryn Mawr Trust Advisors, LLC | $22.5M | 242,458 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $22.4M | 242,091 | Added |
| 25 | Cetera Investment Advisers | $22.2M | 239,314 | Trimmed |